
Lanli|蓝犁道人|Mar 12, 2025 22:37
Trump's recent emergency is the deficit, which can be seen from the doge jumping and the urgency to end the Russia Ukraine war.
The largest component of the deficit is interest, estimated to be 1.2 trillion yuan over 25 years.
So, the interest rate must be lowered, how can it be lowered?
1/Create a recession and bring down inflation
2/Federal Reserve cuts interest rates
3/The Federal Reserve QE conducts YCC (lowering long-term interest rates)
That is to say, the United States may enter the YCC state that Little Black has been longing for faster.
Without 1, we cannot proceed with 2 and 3 because the market is not buying.
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